Best retirement investment options in New York, NY
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Charles Schwab
● ClosedCharles Schwab is a renowned finance institution located at 2095 Moriches Road in Lake Grove, New York. As a trusted name in the financial industry, Charles Schwab offers a wide range of services including investment advice, brokerage services, and wealth management solutions. With a commitment to helping clients achieve their financial goals, Charles Schwab provides expert guidance and personalized strategies to meet individual needs. Visit their location in Lake Grove to learn more about how Charles Schwab can help you secure your financial future.
2095 Moriches Rd, Lake Grove, NY 11755, United States -
Merrill Edge
● ClosedMerrill Edge is a finance institution located at 15 Bennetts Road, Setauket- East Setauket, New York, United States. They offer online investing, trading, brokerage, and advice services. With Merrill Guided Investing, you can start investing with $0 in program fees for the first 6 months. They provide a broad range of brokerage, investment advisory, and other financial services. Investing in securities involves risks, and there is always the potential of losing money. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a wholly owned subsidiary of BofA Corp. Additional information about their services and fees can be found in their Client Relationship Summary. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC.
15 Bennetts Rd, Setauket- East Setauket, NY 11733, United States -
Opal Wealth Advisors
● ClosedOpal Wealth Advisors is a finance institution located at 445 Hamilton Avenue in White Plains, New York. Specializing in wealth management and financial planning, Opal Wealth Advisors offers personalized services to help clients achieve their financial goals. With a team of experienced advisors, they provide expert guidance on investments, retirement planning, tax strategies, and more. Whether you are looking to grow your wealth or protect your assets, Opal Wealth Advisors is dedicated to helping you secure a prosperous financial future.
445 Hamilton Ave 11th Floor, White Plains, NY 10601, United States -
Charles Schwab
● ClosedCharles Schwab is a renowned finance institution located at 271 Route 25A in Mount Sinai, New York, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management solutions. Known for their excellent customer service and expertise in the financial industry, Charles Schwab is a trusted partner for individuals and businesses looking to secure their financial future. Visit their Mount Sinai location to learn more about how Charles Schwab can help you achieve your financial goals.
271 Rte 25A STE 5, Mt Sinai, NY 11766, United States -
Prudential Financial - Three Village
● ClosedPrudential Financial - Three Village is a finance institution located at 100-5 South Jersey Avenue in Setauket- East Setauket, New York, United States. This institution offers a wide range of financial services including investment management, retirement planning, insurance, and wealth management. With a focus on providing personalized financial solutions to individuals, families, and businesses, Prudential Financial - Three Village is committed to helping clients achieve their financial goals and secure their financial future. The experienced team of professionals at this institution is dedicated to providing expert advice and guidance to help clients make informed decisions about their finances.
100-5 S Jersey Ave, Setauket- East Setauket, NY 11733, United States -
Merrill Edge Financial Solutions
● ClosedMerrill Edge Financial Solutions is a finance institution located at 911 New York 112, Port Jefferson Station, New York, United States. At Merrill, they have a team of dedicated professionals, advanced tools, and personalized advice to help you achieve your financial goals. Whether you are planning for your future or investing for the first time, a Merrill Advisor can assist you in creating a customized plan that works best for you. You can search for an advisor's name or the parent company, Merrill Lynch, for more information. Please note that you are leaving Merrill Edge and being redirected to FINRA's BrokerCheck for additional information. Investing in securities involves risks and potential losses, so it is important to carefully consider your options. Merrill offers a wide range of services including brokerage, investment advisory, and financial planning. Banking products are provided by Bank of America, N.A. and affiliated banks. For more details, you can review the Client Relationship Summary provided by Merrill.
911 NY-112, Port Jefferson Station, NY 11776, United States -
Financial Services
● ClosedLocated on Edvard Bech Drive in Poughkeepsie, New York, the Financial Services institution offers a wide range of financial aid opportunities to help make a college education at Marist College affordable for all students. The Student Financial Services team is dedicated to providing exceptional customer service and support to students and their families throughout their academic journey. With a strong return on investment, Marist College offers top-tier internship locations, hands-on learning experiences, and a diverse academic environment to prepare students for successful careers post-graduation. The institution boasts high employment and loan repayment rates for its graduates, with 95% of students employed or attending graduate school within six months of graduation, and 98% successfully paying off their student loans. Through a variety of financing options and support services, Marist College aims to help students achieve their academic and career goals, ensuring a bright future beyond graduation.
200 Donnelly, Donnelly Hall, Edvard Bech Dr, Poughkeepsie, NY 12601, United States -
Harness Wealth
● ClosedHarness Wealth is a finance institution located at 32 6th Avenue in New York, United States. They offer a unique platform for tax and financial advice that is tailored to each individual's specific situation. Their advisors have expertise in areas such as company equity, small business, and cryptocurrency, ensuring that clients receive personalized guidance. With Harness Wealth, clients can input their full portfolio, goals, and life milestones into their tools to make informed decisions and find the right services at the right time. The institution prides itself on connecting clients with tax and financial advisors who have experience working with acquisitions, IPOs, stock options, RSUs, and QSBS. Each advisor is personally vetted by Harness Wealth to ensure quality service.
32 6th Ave Floor 13, New York, NY 10013, United States -
Equitable
● OpenEquitable is a prominent financial institution located at 1290 6th Avenue in the bustling city of New York, New York, United States. With a long history of providing trustworthy and reliable financial services, Equitable is dedicated to helping individuals and businesses achieve their financial goals. Offering a wide range of products and services, including investment options, retirement planning, insurance, and more, Equitable is committed to ensuring the financial well-being of its clients. With a team of knowledgeable and experienced professionals, Equitable is a trusted partner for all your financial needs.
1290 6th Ave, New York, NY 10104, United States -
John Cirocco - UBS Financial Services Inc.
● OpenJohn Cirocco - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York. With a focus on providing comprehensive financial services to clients, the institution offers a wide range of investment options and personalized financial planning strategies. The experienced team at John Cirocco - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to invest, save for retirement, or plan for your family's future, this institution can provide the expertise and guidance you need.
709 Westchester Ave Suite 400, White Plains, NY 10604, United States -
The Morris Group - Insurance & Financial Services
● OpenThe Morris Group - Insurance & Financial Services is a finance and insurance agency located at 70 Old Byram Lake Road in Armonk, New York. Led by Robby Morris, the institution is dedicated to helping individuals, families, and businesses protect their loved ones, accumulate wealth to meet financial goals, and plan for a secure retirement. With a commitment to providing personalized services that meet the unique needs of each client, Robby Morris builds relationships based on trust and confidentiality. By offering a range of insurance and financial products, the institution helps clients implement effective plans and solutions to achieve their long-term financial objectives. Whether it's funding a child's education, protecting family members, or ensuring retirement security, The Morris Group is there to guide clients through the complex world of finance and insurance. With a focus on planning and strategic decision-making, Robby Morris helps clients take control of their financial futures and prepare for any surprises that may arise. As a licensed agent with New York Life Insurance Company and other independent insurance companies, Robby Morris offers a comprehensive range of services to individuals in various states. With a thoughtful approach to financial matters, The Morris Group is dedicated to helping clients navigate life's financial challenges with confidence and peace of mind.
70 Old Byram Lake Rd, Armonk, NY 10504, United States -
Daniel Ahearn - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDaniel Ahearn is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York. With a focus on helping clients achieve their financial goals, Daniel provides personalized financial planning and investment advice to individuals and families. With a strong background in finance and a commitment to delivering exceptional service, Daniel Ahearn is a trusted partner in helping clients navigate the complexities of the financial world. Contact Daniel Ahearn at Ameriprise Financial Services, LLC for expert guidance on your financial journey.
800 Westchester Ave Ste 300, Rye Brook, NY 10573, United States -
Annamarie Lewis - Prudential Financial
● OpenAnnamarie Lewis - Prudential Financial is a finance and insurance agency located at 360 Hamilton Avenue in White Plains, New York. With a focus on providing comprehensive financial planning and insurance services, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking to invest for the future, plan for retirement, or secure insurance coverage, Annamarie Lewis - Prudential Financial is here to provide expert guidance and personalized solutions. Visit us today to learn more about how we can help you secure your financial future.
360 Hamilton Ave 9th Floor, White Plains, NY 10601, United States -
Sun Life Financial
● ClosedSun Life Financial is a leading financial institution located in Port Chester, New York, United States. With a strong reputation for providing innovative and reliable financial solutions, Sun Life offers a wide range of services including insurance, investments, retirement planning, and wealth management. Their dedicated team of professionals are committed to helping clients achieve their financial goals and secure their future. Whether you are looking for insurance coverage, investment opportunities, or retirement planning advice, Sun Life Financial has the expertise and resources to meet your needs. Trust Sun Life Financial to help you navigate the complexities of the financial world and create a secure financial future for you and your loved ones.
Port Chester, NY 10573, United States -
Carole R Epstein - Morgan Stanley
● OpenCarole R Epstein - Morgan Stanley is a finance institution located at 2000 Westchester Avenue in Harrison, New York, United States. With a focus on providing personalized financial services, Carole R Epstein - Morgan Stanley offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The team of experienced professionals at this institution is dedicated to providing expert advice and guidance to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Carole R Epstein - Morgan Stanley is committed to helping you navigate the complex world of finance with confidence.
2000 Westchester Ave #1nc, Purchase, NY 10577, United States -
Efficient Advice, LLC
● ClosedEfficient Advice, LLC is a reputable accounting and finance institution located at 73 Market Street in Yonkers, New York. Our team of experienced professionals is dedicated to providing top-notch financial advice and services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment strategies, we are here to help you navigate the complexities of the financial world with ease and efficiency. Trust Efficient Advice, LLC to guide you towards a secure and prosperous financial future.
73 Market Street SUITE 376, Yonkers, NY 10710, United States -
Pete Spear State Farm Insurance Agent
● ClosedPete Spear State Farm Insurance Agent, located at 3820 Danbury Road in Brewster, New York, is your go-to health insurance agency. Pete Spear offers personalized coverage plans to protect your family, belongings, and finances. With safe driving rewards, bundling options, and discounts available, Pete Spear can help you create a solution that fits your needs. State Farm is the largest auto insurance provider in the U.S., offering coverage options for new drivers, business travelers, collectors, and more. In addition to auto insurance, Pete Spear also offers coverage for recreational vehicles, homeowners insurance, renters insurance, and personal articles policies. For small business owners, State Farm provides smart options for business insurance, including business owners policies, commercial auto policies, and workers' compensation.
3820 Danbury Rd, Brewster, NY 10509, United States -
Prudential Insurance Co
● OpenPrudential Insurance Co is a well-established insurance agency located in Lagrangeville, New York, United States. With a strong reputation for providing reliable and comprehensive insurance coverage, Prudential Insurance Co offers a wide range of insurance products to meet the diverse needs of its clients. Whether you are looking for auto, home, life, or business insurance, the knowledgeable agents at Prudential Insurance Co are dedicated to helping you find the right coverage at competitive rates. Trust in Prudential Insurance Co for all your insurance needs in Lagrangeville and beyond.
Lagrangeville, NY 12540, United States -
Solve Finance Corp.
● ClosedSolve Finance Corp. is a leading financial institution located at 15 North Mill Street in Nyack, New York, United States. Specializing in providing a wide range of financial services, including investment management, wealth planning, and retirement solutions, Solve Finance Corp. is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced and knowledgeable professionals, clients can trust Solve Finance Corp. to provide personalized and comprehensive financial solutions tailored to their unique needs. Contact Solve Finance Corp. today to learn more about how they can help you secure your financial future.
15 N Mill St, Nyack, NY 10960, United States -
TEG Federal Credit Union - Beekman Branch
● ClosedTEG Federal Credit Union - Beekman Branch is a convenient financial institution located at 2540 State Route 55 in Poughquag, New York. As a full-service credit union, TEG offers a range of banking services including ATMs, loans, savings accounts, and more. Whether you need to withdraw cash, deposit funds, or speak with a financial advisor, TEG Federal Credit Union - Beekman Branch is here to help you manage your finances effectively. Visit us today to experience personalized service and competitive rates.
2540 State Rte 55, Poughquag, NY 12570, United States -
SoFi
● OpenSoFi is a leading finance institution located at 860 Washington Street in New York, New York, United States. Specializing in providing innovative financial solutions, SoFi offers a wide range of services including student loan refinancing, personal loans, mortgages, and investment options. With a focus on empowering individuals to achieve their financial goals, SoFi combines cutting-edge technology with personalized guidance to help customers make informed decisions and secure their financial future. Whether you are looking to refinance your student loans, buy a home, or invest for the future, SoFi is dedicated to helping you reach your financial milestones.
860 Washington St Art Studio, New York, NY 10014, United States -
Community Resource Federal Credit Union
● ClosedCommunity Resource Federal Credit Union, located at 20 Wade Road in Latham, New York, is a trusted institution offering a range of financial services. Whether you need an ATM, assistance with finance, or a home equity loan, we have you covered. Our home equity loan options include fixed and variable rates with flexible terms, allowing you to borrow up to 85% of the available equity in your home for various purposes. We also offer a simple checking account with no monthly fees or minimum balance requirements, along with benefits such as early access to your money and a VISA® Debit Card with fraud prevention features. With access to over 30 local shared credit union branches and over 100 local fee-free ATMs, managing your finances has never been easier.
20 Wade Rd, Latham, NY 12110, United States -
Bankrate
● OpenBankrate is a leading financial institution located at 1675 Broadway in New York, New York. Specializing in providing consumers with valuable information on banking, loans, credit cards, and other financial products, Bankrate helps individuals make informed decisions about their money. With a focus on transparency and accuracy, Bankrate is a trusted resource for those looking to navigate the complex world of personal finance.
1675 Broadway 22nd floor, New York, NY 10019, United States -
Popular Bank
● ClosedPopular Bank is a renowned financial institution offering a wide range of banking services including savings accounts, loans, and investment opportunities. Located at 301 East Fordham Road in New York, United States, Popular Bank is committed to providing convenient and reliable banking solutions to individuals and businesses alike. With a strong presence in the community, Popular Bank is a trusted partner for all your financial needs. Whether you need to withdraw cash from the ATM, open a new account, or seek financial advice, Popular Bank is here to help. Visit us today and experience the difference of banking with Popular Bank.
301 E Fordham Rd, Bronx, NY 10458, United States -
Community Resource FCU - N.Greenbush Branch
● ClosedCommunity Resource FCU - N.Greenbush Branch is a financial institution located at 631 Bloomingrove Drive in Rensselaer, New York. This branch offers a variety of services including ATM access, banking, and finance options. One of the standout features of Community Resource is their Home Equity loan options, which include fixed and variable rates with flexible terms. Customers can borrow up to 85% of the available equity in their home for purposes such as home improvements, debt consolidation, education, or major purchases.
631 Bloomingrove Dr, Rensselaer, NY 12144, United States -
Alternatives Federal Credit Union
● ClosedAlternatives Federal Credit Union is a financial institution located at 125 North Fulton Street in Ithaca, New York, United States. As a credit union, Alternatives offers a range of banking services including savings accounts, loans, and ATM access. With a focus on community development and social responsibility, Alternatives is committed to providing affordable and accessible financial services to its members. Visit their branch in Ithaca to learn more about how they can help you achieve your financial goals.
125 N Fulton St, Ithaca, NY 14850, United States -
Mid-Hudson Valley Federal Credit Union
● ClosedMid-Hudson Valley Federal Credit Union is a trusted financial institution located at 1516 State Route 55 in Lagrangeville, New York. As a full-service credit union, we offer a wide range of banking and financial services to our members, including savings and checking accounts, loans, mortgages, and investment options. Our convenient ATM services make accessing your funds easy and secure. Join us at Mid-Hudson Valley FCU and experience personalized service and competitive rates for all your financial needs.
1516 State Rte 55, Lagrangeville, NY 12540, United States -
Hudson Valley Credit Union
● ClosedHudson Valley Credit Union, located at 415 New York 376 in Hopewell Junction, New York, is a financial institution offering ATM services and various finance options. With a focus on helping members build their savings, they offer a competitive 5.62% APY for a 12-month term. The institution also provides resources for raising financially independent children and has received awards and recognition for their services to over 340,000 members and growing. Additionally, Hudson Valley Credit Union offers lending options to military members and their dependents. The institution is federally insured by the NCUA and is an Equal Housing Opportunity provider. Insurance products are available through InsureOne Insurance Services America, LLC and its affiliates. Hudson Valley Credit Union is committed to accessibility and strives to provide a website that is inclusive to all users. Please note that access to Internet Banking and Mobile Banking is restricted to authorized members only.
415 NY-376, Hopewell Junction, NY 12533, United States -
TEG Federal Credit Union - Route 376
● ClosedTEG Federal Credit Union - Route 376 is a trusted financial institution located in Wappingers Falls, New York, United States. As a full-service credit union, TEG offers a wide range of financial services including banking, ATM access, and personalized financial solutions to meet the needs of individuals and businesses in the community. With a commitment to providing excellent customer service and competitive rates, TEG Federal Credit Union is dedicated to helping members achieve their financial goals.
900 Route 376 Nesheiwat Square, Wappingers Falls, NY 12590, United States -
Wells Fargo Bank
● ClosedWells Fargo Bank is a reputable financial institution located at 394 New York 376 in Hopewell Junction, New York, United States. Offering a wide range of banking services including checking and savings accounts, loans, mortgages, and investment options, Wells Fargo is a trusted name in the finance industry. With convenient ATM locations and online banking services, customers can easily access their funds and manage their accounts. Visit Wells Fargo Bank for all your financial needs.
394 NY-376, Hopewell Junction, NY 12533, United States
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